Skip to main content

What It Does

  • Exports selected data into a downloadable CSV file
  • Lets you choose only the fields that matter
  • Gives you full control over filename and structure
  • Prepares a ready-to-download CSV for sharing with your team

๐Ÿ Getting Started

CSV Write node configuration screenshot
1

Add the Node

Drag the CSV Write node into your play.
2

Connect an Input

Attach a node that outputs data โ€” thatโ€™s the data youโ€™ll export.
3

Name Your File

Enter a filename including the .csv extension (e.g. sales_export.csv).
4

(Optional) Choose Fields to Include

Select specific columns to export.
This is your last chance to include only the fields you want in the final file.
5

Run the Node

Toggle the node to the right (purple for test mode, green for full play), then hit Run to generate your CSV.
Once the execution completes, the download link appears in the output panel.
When the node is toggled to purple, it runs in test mode โ€” limited to 5 rows. Switch to green to run it fully as part of your main play.

Inputs

๐Ÿ› ๏ธ Required Fields

  • Filename (โœ…)
    The name of the output CSV file, including .csv.
    Why it matters: Sets the filename for the downloadable file.

๐ŸŽฏ Optional Fields

  • Select Fields (โšช๏ธ)
    List of column names to include.
    Why it matters: Helps you focus the export on just the fields that matter โ€” ideal for reporting or sharing insights with Sales/CS.

Output

Once execution completes, youโ€™ll get:
  • A ready-to-download .csv file
  • File metadata: number of rows, columns, and included fields
CSV Write node output screenshot

How It Works

  1. Validates that a filename and input data are present
  2. Applies field filtering (if selected)
  3. Creates a .csv file with your specified structure
  4. Makes the file available to download in the output panel

๐Ÿš€ Example Use Cases & Prompts

Use CaseSetup Example
Share pipelineSelect account_name, stage, owner
Report for SalesSet filename to q3_pipeline_export.csv
Audit log exportExport user_id, action, timestamp

โœจ Pro Tips

Choose only what you need. Use Select Fields to simplify your exports and avoid unnecessary columns.
Use descriptive filenames like demo_accounts.csv or q4_followups.csv to keep files easy to find and share.
Preview your result. After toggling the node and hitting run, use the output preview to check if your file includes the right data.

โš ๏ธ Important Considerations

Leaving Select Fields empty means all input columns will be exported.

๐Ÿ›  Troubleshooting & Gotchas

SymptomLikely CauseQuick Fix
No download file shownMissing filenameAdd a .csv filename and rerun
Too many columns in fileFields not selectedUse Select Fields to trim export
Only 5 rows exportedNode in test mode (purple)Toggle to green for full run

๐Ÿ“ FAQ

Yes โ€” just use the Select Fields input to define which columns to include.
Yes โ€” your filename must end in .csv (e.g. my_export.csv).
Click on the preview link on the node card and download by clicking the download button on the top right of the preview panel.

๐Ÿ’ฐ Pricing

The CSV Write node is free to use โ€” no credits required.

Build fast, flexible exports that are ready to download ๐Ÿ“ฅ